Fund Details

Category

Small-Cap Core

Portfolio Style

Small-Cap

Expense Ratio

0.99%

Status

Open

Initial Purchase Regular

$250,000

Load Type

Institutional

Front End Load

N/A

Back End Load

N/A

Investment Policy

The Fund seeks to provide long-term growth of capital. The Fund will select 50 stocks with the highest one year price appreciation as of the date of purchase from the O'Shaughnessy All Stocks Universe.

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